Investment Q&A

• BMO Equal Weight Utilities Index ETF (ZUT $27.00)
  • $27.00 P/E (TTM): 17.63X Cap: $801M
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• Harvest Equal Weight Global Utilities Income ETF (HUTL $18.77)
  • $18.77 P/E (TTM): 21.2X Cap: $384M
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• Hamilton Enhanced Utilities ETF (HUTS $14.40)
  • $14.40 P/E (TTM): 18.18X Cap: $157M
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• Evolve Canadian Utilities Enhanced Yield Index Fund (UTES $9.54)
  • $9.54 P/E (TTM): 18.23X Cap: $193M
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Q: Hi fellows,

Looking for a utilities ETF for a growth portfolio.

What do you think of HUTS-T, HUTL-T, UTES-n (Virtus Reaves Utilities ETF)?

Any other coming to mind?

Many thanks,

Jacques IDS

Upvote 2

Read Answer Asked by Jacques on October 21, 2025

• iShares S&P/TSX Capped Financials Index ETF (XFN $72.23)
  • $72.23 P/E (TTM): 11.85X Cap: $1.80B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $94.79)
  • $94.79 P/E (TTM): 38.45X Cap: $10.93B
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• Sagicor Financial Company Ltd. (SFC $8.25)
  • $8.25 P/E (TTM): 7.39X Cap: $1.10B
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Q: Hello Peter and team,
What do you think of Sagicor Financial and Aritzia? Also, the banks PE seem to be high in comparison to the past. Do you feel it is time to trim the positions in the index? Appreciated.

Upvote 2

Read Answer Asked by umedali on October 21, 2025

• Vertiv Holdings LLC Class A (VRT $185.67)
  • $185.67 P/E (TTM): 82.1X Cap: $70.04B
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• Nebius Group N.V. (NBIS $115.46)
  • $115.46 Cap: $25.27B
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Q: I have a partial position in both VRT and NBIS. I am wondering which I should add to first for long term capital gains? Or should I just own one? I feel I have too much diversification with over 35 positions and would be happy with just one of these.
Thanks

Upvote 8

Read Answer Asked by Gordon on October 21, 2025

Q: Can you please remind me how to access the portfolio updates via the website? I inadvertently discarded the last email containing the update regarding the new silver stock. Thank you.

Upvote 4

Read Answer Asked by Karim on October 21, 2025

• Sylogist Ltd. (SYZ $6.36)
  • $6.36 Cap: $143M
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Q: What are your thoughts on this small cap stock and their switch in direction to becoming a growth stock with the new management that has been in place for awhile.
Thanks
Matthew

Upvote 4

Read Answer Asked by Matthew on October 21, 2025

• Discovery Silver Corp. (DSV $5.05)
  • $5.05 Cap: $4.28B
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Q: Hello 5i Team,
I have a small 1/4 position in DSV. What are your thoughts on DSV going forward? Should i bring it up to a full position?
Thank you,
Brent

Upvote 1

Read Answer Asked by Brent on October 21, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.20)
  • $242.20 P/E (TTM): 90.82X Cap: $303.41B
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• Kraken Robotics Inc. (PNG $6.80)
  • $6.80 P/E (TTM): 121.67X Cap: $2.11B
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• CECO Environmental Corp. (CECO $52.33)
  • $52.33 P/E (TTM): 34.03X Cap: $1.79B
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• EnerSys (ENS $121.77)
  • $121.77 P/E (TTM): 13.59X Cap: $4.53B
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• Galaxy Digital Inc. Class A common stock (GLXY $55.97)
  • $55.97 Cap: $20.32B
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• Nebius Group N.V. (NBIS $115.46)
  • $115.46 Cap: $25.27B
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Q: Looking at the market draw down on Friday, please suggest your 3 current highest conviction US listed and Canadian opportunities for a total of 6. Please state if you would be each one where they closed or suggest a price target if you would wait. Growth focus not safety or income.

Upvote 35

Read Answer Asked by Tim on October 21, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $40.84)
  • $40.84 Cap: $26.33B
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Q: Hello Team,
Could you tell us about BEP.un debt level please. Is it taking on large debt to build energy infrastructures for AI?
Many thanks!

Upvote 4

Read Answer Asked by Issaku on October 21, 2025

• Cineplex Inc. (CGX $12.48)
  • $12.48 Cap: $802M
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Q: What’s the outlook for Cineplex?do you think it gets bought out?

Upvote 1

Read Answer Asked by Kim on October 21, 2025

• Saturn Oil & Gas Inc. (SOIL $2.59)
  • $2.59 P/E (TTM): 1.85X Cap: $503M
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• Logan Energy Corp. (LGN $0.79)
  • $0.79 P/E (TTM): 20.0X Cap: $470M
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Q: Looking to add oil sector to my portfolio (price of barrel near multi year low). What these two would you prefer, how possible is a large multi increase over the next 5 years?

Upvote 3

Read Answer Asked by Chris on October 21, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $94.79)
  • $94.79 P/E (TTM): 38.45X Cap: $10.93B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $68.67)
  • $68.67 P/E (TTM): 60.3X Cap: $7.68B
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Q: Your opinion. Which has more upside and does it make sense to own both or stick to one.

Upvote 5

Read Answer Asked by Richard on October 21, 2025

• Algonquin Power & Utilities Corp. (AQN $5.76)
  • $5.76 Cap: $4.45B
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Q: Some positive comments regarding AQN on BNN Market call.
Currently I own shares and am considering adding more.
Would you be a buyer or seller of this stock?

Upvote 2

Read Answer Asked by James on October 21, 2025

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.43)
  • $48.43 Cap: $19.82B
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• SPDR S&P 500 ETF Trust (SPY $678.01)
  • $678.01 P/E (TTM): 27.29X Cap: $682.76B
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• Mawer Canadian Equity Fund Series A (MAW106 $112.58)
  • $112.58 P/E (TTM): 13.8X Cap: $1.11B
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• Mawer U.S. Equity Fund Series A (MAW108 $108.63)
  • $108.63 P/E (TTM): 23.9X Cap: $962M
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Q: Peter, I’m also tiring of underperformance of MAW funds. Could you suggest alts for these two please? Thanks,
Rod

Upvote 4

Read Answer Asked by Rodney on October 21, 2025

• Kraken Robotics Inc. (PNG $6.80)
  • $6.80 P/E (TTM): 121.67X Cap: $2.11B
  • View PNG Profile
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• CECO Environmental Corp. (CECO $52.33)
  • $52.33 P/E (TTM): 34.03X Cap: $1.79B
  • View CECO Profile
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• EnerSys (ENS $121.77)
  • $121.77 P/E (TTM): 13.59X Cap: $4.53B
  • View ENS Profile
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Q: What are your top three small cap stocks regardless of sector or country?

Upvote 21

Read Answer Asked by Gary on October 21, 2025

• Cielo Waste Solutions Corp. (CMC $0.17)
  • $0.17 Cap: $14M
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Q: Had a small position in this tiny company years ago and basically forgot about it!
Would you give me your thoughts and analysis of them today and is there a chance they may survive and thrive?

Upvote 3

Read Answer Asked by Gary on October 21, 2025

• Algonquin Power & Utilities Corp. (AQN $5.76)
  • $5.76 Cap: $4.45B
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Q: Would you consider AQN a buy now for a 5 year hold?

Upvote 3

Read Answer Asked by James on October 21, 2025

• Oracle Corporation (ORCL $284.84)
  • $284.84 P/E (TTM): 63.12X Cap: $795.87B
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• Nebius Group N.V. (NBIS $115.46)
  • $115.46 Cap: $25.27B
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Q: Hi - I know you are big fans of NBIS ( ORCL somewhat) - they are both off 20% + from recent highs - any reason for this sudden loss of momentum and reversal? The rest of tech seems to be doing ok - just profit taking?

Upvote 2

Read Answer Asked by Scott on October 21, 2025

• 5N Plus Inc. (VNP $19.35)
  • $19.35 P/E (TTM): 37.64X Cap: $1.68B
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• Tantalus Systems Holding Inc. (GRID $4.16)
  • $4.16 Cap: $210M
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• Electrovaya Inc. (ELVA $9.34)
  • $9.34 P/E (TTM): 200.74X Cap: $354M
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Q: Hi 5i,
For these 3 companies, how would you rank them with regards to management and future growth prospects?
Would you be buyers of any of them at this time or wait until a particular time in the future?
If buying them now, in what order would you buy them (best to worst)?
Thank you!

Upvote 7

Read Answer Asked by Brian on October 21, 2025

• Clairvest Group Inc. (CVG $72.53)
  • $72.53 P/E (TTM): 13.63X Cap: $1.02B
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Q: An update on Clairvest and their recent move into gaming would be appreciated.

Upvote 2

Read Answer Asked by Maurice on October 21, 2025

• Pinetree Capital Ltd. (PNP $12.32)
  • $12.32 P/E (TTM): 5.0X Cap: $104M
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Q: Could you comment on PNP’s 2Q2025 results. Is AI affecting their results too?

Upvote 3

Read Answer Asked by Todd on October 21, 2025